Position in PINE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,693,818
+$1,000,106 QoQ
Shares Held
94,101
+126.8% QoQ
Ownership
0.569%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.81721767037544.ToString("F0")%
Shared 0.ToString("F0")%
None 0.18278232962455235.ToString("F0")%
Common Shares in PINE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026UBS Group AG holds $1,090,788,824 across 27 REIT - Retail names. PINE ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,447,258 | $269,957,031 | |
| 2 | O |
Realty Income Corp
|
3,956,626 | $242,066,377 | |
| 3 | REG |
Regency Centers Corp
|
1,550,273 | $117,293,654 | |
| 4 | KIM |
Kimco Realty Corp
|
3,561,896 | $80,035,801 | |
| 5 | SKT |
Tanger Inc.
|
1,416,861 | $48,144,936 | |
| 6 | FRT |
Federal Realty Investment Trust
|
408,816 | $43,420,345 | |
| 7 | NNN |
Nnn REIT, Inc.
|
1,031,942 | $43,372,521 | |
| 8 | ADC |
Agree Realty Corp
|
487,786 | $36,769,307 |
All Filings in PINE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,693,818 | 94,101 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $693,712 | 41,490 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $379,798 | 26,803 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $638,692 | 43,419 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $263,957 | 15,787 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $304,888 | 18,159 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $255,818 | 14,056 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $92,176 | 5,924 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $278,752 | 18,243 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $274,938 | 16,259 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $215,493 | 13,172 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $143,601 | 8,837 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $544,837 | 32,373 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $616,245 | 32,298 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $657,996 | 40,567 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $582,309 | 32,495 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $455,955 | 24,253 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $471,941 | 23,550 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $443,616 | 24,149 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $306,202 | 16,099 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $70,915 | 4,085 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $19,501 | 1,301 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $389,885 | 25,073 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $369,361 | 22,716 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $8,567 | 696 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||